Require employee name on invoices
You can enable a feature that requires an employee name be chosen on an invoice before it can be saved.
Please note: Lite users do not have access to employees. Contact Sales if you would like to upgrade to the Standard version. Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.
Click here to learn how to enter employees into the program.
Click on File, System Options, Invoice tab.
Check the box for "Require name" and hit Apply/OK.
If you are logged into KC, it will load that ID/name onto the invoice and you can change it if needed.
If you don't use the logins, when you are on an invoice and try to save it or take payment without choosing an employee, you will get a popup message that an employee name is required.
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